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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,083 | $48,118-58.3% | $136,833-85.3% | $94,015-78.6% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 6.43% | 14.65%-8.2pp | 35.32%-28.9pp | 17.84%-11.4pp |
| Employer contribution / active EE | $1,333 | $821+62.5% | $1,319+1.1% | $2,790-52.2% |
| Participant deferral / active EE | $0 | $1,651-100.0% | $2,441-100.0% | $4,249-100.0% |
| Admin fee / account holder | $563 | $3,059-81.6% | $4,706-88.0% | $8,951-93.7% |